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Nonprofiteer
← SSM HEALTH AT HOME FOUNDATION OF WISCONSIN INC

Form 990 for tax year 2024

Filed by SSM HEALTH AT HOME FOUNDATION OF WISCONSIN INC.

Totals

Total revenue
$183,658
Total expenses
$151,965
Contributions and grants received
$86,227
Grants paid
$136,322
Program service revenue
$0
Investment income
$97,431
Other revenue
$0
Total assets, end of year
$6,444,709
Total liabilities, end of year
$21,012
Net assets or fund balances, end of year
$6,423,697
Program services expenses (Part IX)
$138,961
Management and general expenses
$13,004
Fundraising expenses
$0
Program service expenses (Part III)
$138,961

Program services were 91.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $86,227

  • 3 · Investment income

    total $97,431 · excluded $97,431

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $112,430 · program services $112,430

  • 2 · Grants to domestic individuals

    total $23,892 · program services $23,892

  • 11g · Fees: other

    total $12,950 · management and general $12,950

  • 24a · Other expenses: BANK FEES

    total $2,639 · program services $2,639

  • 24b · Other expenses: LICENSES & DUES

    total $54 · management and general $54

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $147,451 · end of year $58,424

  • 2 · Savings and temporary cash investments

    beginning of year $5,619,884

  • 10a · Land, buildings and equipment: cost or other basis

    $0

  • 10b · Land, buildings and equipment: accumulated depreciation

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $139,172 · end of year $6,386,285

  • 25 · Other liabilities

    beginning of year $44,442 · end of year $21,012

  • 27 · Net assets without donor restrictions

    beginning of year $5,280,964 · end of year $5,854,117

  • 28 · Net assets with donor restrictions

    beginning of year $581,101 · end of year $569,580

Mission and programs · 2024

Mission

TO PROMOTE OPTIMAL HEALTH AND QUALITY OF LIFE TO THOSE WE SERVE THROUGH OUR EXCEPTIONAL COMPREHENSION CARE BOTH AT HOME AND IN THE COMMUNITY.

Activities or mission (Part I)

TO SUPPORT PRIMARILY HOME HEALTH UNITED, INC. (HHU) AND HHU XTRA CARE, INC. BY MEANS OF GRANTS, LOANS, OR INVESTMENTS OF ASSETS AND SECONDARILY TO SUPPORT OTHER NONPROFIT ORGANIZATIONS THAT PROVIDE HOME HEAL TH CARE, BASIC SERVICES FOR THE HOMEBOUND, OR COMMUNITY HEAL TH CARE IN THE AREAS SERVED BY HHU.

  • THE SSM HEALTH AT HOME FOUNDATION OF WISCONSIN IS A NONPROFIT AT HOME IN WISCONSIN. SSM HEALTH AT HOME PROVIDES ASSISTANCE ACROSS SOUTHERN WISCONSIN TO THOSE FACING HEALTH RELATED ISSUES SUCH AS RECOVERING FROM SERIOUS ILLNESS OR INJURY, FAMILIES COPING WITH TERMINAL ILLNESS AND GRIEF, SENIORS DEALING WITH HUNGER, AND YOUR NEIGHBORS IN NEED THROUGH OUR COMMUNITY PROGRAMS.

    Expenses $138,961 · Grants $136,322

As filed on the 2024 return.

Listed in Part VII

  • Kris Thomas Dreifuerst

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Patty Spragg

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Greg Collins

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Joan Fordham

    SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Ray Bray

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Philip Hood

    WI VP PHILANTHROPY - PY

    Total calculated
    $199,854
    From this org
    $0
    From related orgs
    $164,055
    Other
    $35,799
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $132,237 related
    Bonus
    $0 + $31,341 related
    Other
    $0 + $477 related
    Deferred
    $0 + $11,910 related
    Nontaxable benefits
    $0 + $23,889 related
    Filer's total
    $0 + $199,854 related

  • Dg Gloede

    PRESIDENT, POST-ACUTE

    Total calculated
    $595,316
    From this org
    $0
    From related orgs
    $443,308
    Other
    $152,008
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $335,268 related
    Bonus
    $0 + $104,719 related
    Other
    $0 + $3,321 related
    Deferred
    $0 + $120,243 related
    Nontaxable benefits
    $0 + $31,765 related
    Filer's total
    $0 + $595,316 related

  • Dina Boyle

    WI VP PHILANTHROPY

    Total calculated
    $233,262
    From this org
    $0
    From related orgs
    $171,062
    Other
    $62,200
    Hours/week
    1 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $160,007 related
    Bonus
    $0 + $10,276 related
    Other
    $0 + $779 related
    Deferred
    $0 + $24,468 related
    Nontaxable benefits
    $0 + $37,732 related
    Filer's total
    $0 + $233,262 related

  • Chris Thornock

    PRESIDENT-POST ACUTE

    Total calculated
    $906,837
    From this org
    $0
    From related orgs
    $687,041
    Other
    $219,796
    Hours/week
    0 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $496,678 related
    Bonus
    $0 + $163,799 related
    Other
    $0 + $26,564 related
    Deferred
    $0 + $182,671 related
    Nontaxable benefits
    $0 + $37,125 related
    Filer's total
    $0 + $906,837 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE FOUNDATION'S TOP MANAGEMENT OFFICIAL (WI VP PHILANTHROPY) IS COMPENSATED BY A RELATED ORGANIZATION THAT UTILIZED THE FOLLOWING TO DETERMINE COMPENSATION: (1) INDEPENDENT COMPENSATION CONSULTANT; (2) COMPENSATION SURVEY OR STUDY; (3) APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
PENSION RESTORATION PLAN: SSM HEALTH (SSMH) PROVIDES THIS SUPPLEMENTAL DEFINED BENEFIT NONQUALIFIED RETIREMENT PLAN TO ANY EMPLOYEE WHO IS A PARTICIPANT IN THE SSMH QUALIFIED DEFINED BENEFIT PLAN WHO EARNS OVER THE INTERNAL REVENUE SERVICE COMPENSATION LIMIT. THE PLAN "RESTORES" THE BENEFITS TO THESE EMPLOYEES THAT WOULD HAVE BEEN PROVIDED UNDER THE SSMH QUALIFIED PLAN IF THE REGULATIONS DID NOT IMPOSE COMPENSATION LIMITS. AN INDIVIDUAL CAN TAKE A DISTRIBUTION FROM THE PLAN AT (1) AGE 65 OR OLDER IF THE INDIVIDUAL IS STILL EMPLOYED BY SSMH OR (2) AGE 55 OR OLDER IF THE INDIVIDUAL IS NO LONGER EMPLOYED BY SSMH. NO INDIVIDUALS LISTED ON PART VII OF FORM 990 RECEIVED DISTRIBUTIONS FROM THE PLAN IN 2024. CAPITAL ACCUMULATION PLAN: SSMH PROVIDES THIS SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN TO EXECUTIVE LEVEL EMPLOYEES. THE ORGANIZATION CONTRIBUTED A PERCENTAGE OF THE EMPLOYEE'S BASE SALARY INTO THEIR CHOICE OF A SELECT LIST OF INVESTMENTS. THE DEPOSITS AND EARNINGS OF THE PLAN ARE OWNED BY SSMH AND ARE TAX-DEFERRED UNTIL A DISTRIBUTION IS MADE TO THE EMPLOYEE. IN ADDITION, THE PLAN HAS SPECIAL SAFEGUARDS IN PLACE TO PROTECT THE FUNDS FROM CONTINGENCIES, OTHER THAN INSOLVENCY. FOR CONTRIBUTIONS MADE TO THE PLAN IN 2014 OR AFTER, THE DISTRIBUTION WILL OCCUR AFTER THE COMPLETION OF FOUR PLAN YEARS FOR ALL EXECUTIVES THAT ARE STILL ACTIVELY EMPLOYED ON THE DISTRIBUTION DATE. ANY ACTIVE PARTICIPANT 65 YEARS OR OLDER WILL RECEIVE THE CONTRIBUTION IN THE CURRENT YEAR. THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THE FORM 990 RECEIVED DISTRIBUTIONS FROM THIS PLAN IN 2024. ALL DISTRIBUTIONS RECEIVED FROM THE PLAN IN THE CURRENT YEAR WERE INCLUDED IN THE INDIVIDUAL'S TAXABLE COMPENSATION. CHIRS THORNOCK - $21,693

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • SSM ST JOSEPH ENDOSCOPY CENTER LLC

    SURGERY SERVICES · MO · general or managing partner

  • ST LOUIS HEALTHCARE SUPPORT SERVICES LLC

    LAUNDRY SERVICES · MO · general or managing partner

  • 1110 N CLASSEN BLVD LLC

    MOB · OK · general or managing partner

  • MT VERNON RADIATION THERAPY CENTER LLC

    RADIATION THERAPY · IL · general or managing partner

  • CHOWSMGSI OFFICE BUILDING LLC

    MOB · IL

  • OZA CANCER CENTER LLC

    MOB · IL

  • WINGRA BUILDING GROUP

    MOB · WI

  • JANESVILLE RIVERVIEW CLINIC BUILDING PARTNERSHIP

    MOB · WI

  • DEAN CLINIC & ST MARY'S HOSPITAL ACCOUNTABLE CARE ORGANIZATION LLC

    ACCOUNTABLE CARE ORGANIZATION · WI

  • WISCONSIN INTEGRATED INFORMATION TECHNOLOGY AND TELEMEDICINE SYSTEMS LLC

    INFORMATION TECHNOLOGY SERVICES · WI

  • ST CLARE IMAGING SERVICES LLC

    DIAG. SERVICES · WI · general or managing partner

  • NAVITUS HEALTH SOLUTIONS LLC

    PHARMACY BENEFIT MANAGEMENT · WI

  • EPIPHANY RX LLC

    PHARMACY BENEFIT MANAGEMENT · DE

  • RXPRECHECK LL

    PHARMACY BENEFIT MANAGEMENT · TN

  • ARCHIMEDES LLC

    PHARMACY BENEFIT MANAGEMENT · TN

  • M&C REALTY LLC

    MOB · MO · general or managing partner

  • BLOOM TREE LONG-ONLY FUND QP LP FKA BLOOM TREE PONDEROSA FUNDS QP LP

    INVESTMENTS · DE

  • NECICF II AIV2-B LP

    INVESTMENTS · DE

  • BISON CAPITAL PARTNERS VI-A LP

    INVESTMENTS · DE

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SSMHC INSURANCE COMPANY

    C · INSURANCE · CJ

  • OMNINHEALTH HOLDINGS

    C · HEALTH CARE CONSULTING · DE

  • SSM MANAGED CARE ORGANIZATION LLC

    C · HEALTH PROMOTION · MO

  • ST MARY'S HOSPITAL CAMPUS CONDOMINIUM OWNERS ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • PHYSICIANS SERVICES CORP OF SOUTHERN ILLINOIS INC

    C · HEALTH CARE · IL

  • FPP INC & SUBS

    C · HEALTH CARE · MO

  • SSM MEDICAL GROUP INC

    C · PHYSICIAN OFFICES · MO

  • SSM HEALTH PHARMACY LLC

    C · PHARMACY · MO

  • SSMHC LIABILITY TRUST II

    C · INSURANCE · MO

  • HEALTHFIRST PHYSICIAN MANAGEMENT SERVICES

    C · MEDICAL SERVICES · OK

  • DIVERSIFIED HEALTH SERVICES CORP

    C · MEDICAL EQUIPMENT · MO

  • SSM PROPERTIES INC

    C · PROPERTY SERVICES · MO

  • DEAN HEALTH SYSTEMS INC

    C · PHYSICIAN OFFICES · WI

  • DEAN RETAIL SERVICES INC

    C · PROPERTY SERVICES · WI

  • NAVITUS HOLDINGS LLC

    C · PHARMACY · WI

  • SSM HEALTH JANESVILLE CAMPUS CONDOMINIUM ASSOCIATION INC

    C · CONDO ASSOCIATION · WI

  • QUALITY DRUG CORPORATION

    C · PHARMACY BENEFITS · CA

  • PARTNERS GROUP PMC PRIVATE CREDIT LP

    C · INVESTMENT · CJ

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202513219349321116

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